How To Use Monthly Summary
Noah Parker24 Jun 2026
The Monthly Summary view provides a complete overview of employee working hours for an entire month. Instead of reviewing daily timelogs individually, managers can quickly compare scheduled hours, logged hours, leave hours, and balances for every employee.
This view is particularly useful during attendance reviews, overtime checks, and payroll preparation.
The Monthly Summary helps managers answer questions such as:
How many hours did an employee work this month?
How many scheduled hours were assigned?
Did an employee take leave?
Does an employee have missing hours?
Are there overtime or balance issues?
Open The Monthly Summary
To access the Monthly Summary:
Open Timeline from the left sidebar.
Select the Monthly Summary tab.
The page displays monthly totals for all employees.
Understand The Monthly Summary Layout
The Monthly Summary displays employees on the left side and dates across the top.
Each employee contains several summary rows. The system uses abbreviations to display monthly totals:
S-Scheduled hours
L-Leave hours
PL-Paid leave hours
B-Balance hours
Review Scheduled Hours
The S row displays scheduled working hours.
Scheduled hours represent the total amount of work assigned to an employee during the selected month.
Managers can use scheduled hours to:
Verify work schedules.
Compare assigned and completed hours.
Identify missing attendance.
The Total column displays the monthly scheduled hours.
Individual date columns display daily scheduled hours.
Review Leave Hours
The L row displays leave hours.
Leave records appear on the corresponding dates and contribute to the total leave balance.
Managers can use this information to:
Track employee absences.
Verify approved leave.
Review attendance records.
Review Paid Leave Hours
The PL row displays paid leave information.
Paid leave hours appear separately from regular leave entries.
This allows organizations to distinguish between different leave types during attendance and payroll reviews.
Review Balance Hours
The B row displays attendance balances.
Negative balances usually indicate:
Missing work hours.
Uncompleted schedules.
Attendance shortages.
Positive balances may indicate:
Additional work hours.
Overtime.
Extra logged time.
The balance row helps managers identify attendance issues quickly.
Use Employee Filters
The Filter option allows managers to limit the results. You can filter employees by department.
Available filters may include:
Sales Department
Finance Department
Human Resources
Operations Department
Main Department
After selecting the required departments:
Click Apply.
Review the updated employee list.
Use Clear to remove active filters.
Select Specific Employees
The All Employees selector allows you to display individual employees or specific teams.
You can:
Search employees.
Select multiple employees.
Review individual records.
Select all employees.
This is useful when reviewing attendance for a single department.
Change The Month
Use the month selector in the upper-right corner of the page.
The month picker allows you to:
Select different months.
Move between years.
Review historical records.
This feature helps managers compare attendance records across different periods.
Review Monthly Totals
The Total column displays the monthly summary for each category.
Managers can quickly review:
Total scheduled hours.
Total leave hours.
Total paid leave hours.
Overall balance.
This eliminates the need to calculate monthly values manually.
Identify Attendance Issues
The Monthly Summary helps managers identify:
Missing hours.
Excess work hours.
Leave trends.
Attendance shortages.
Scheduling problems.
Regular reviews can help organizations maintain accurate attendance records before payroll processing.
Tips For Using Monthly Summary
Review balances before payroll runs.
Check negative balances regularly.
Compare scheduled and worked hours.
Use employee filters for large teams.
Review monthly totals at the end of each pay period